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About
Thad Davis is the President, Chief Executive Officer, and Portfolio Manager at Aureus Asset Management, LLC in Boston, MA. He joined Aureus at its founding in 2005 and serves as co-portfolio manager of the firm's Core Equity Strategy, overseeing investment portfolios and leading a team focused on tailored wealth management for high-net-worth individuals, families, and institutional investors.
Davis specializes in U.S. large-cap and small-cap value equities, company valuation, and equity research, with deep expertise in core equity investment and wealth management strategies. Prior to Aureus, he held senior roles at Bear Stearns Asset Management, where he managed value equity portfolios, and at Putnam Investments as a portfolio analyst, providing him a broad foundation in both equity analysis and portfolio strategy.
He holds a Bachelor of Arts from Harvard College, an MBA in Finance from NYU’s Stern School of Business, and is a Chartered Financial Analyst (CFA) charterholder. Thad Davis is also recognized for his leadership, service on nonprofit finance and audit committees, and achievements in building and guiding teams dedicated to client-centered investment management in the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aureus Asset Management | Portfolio Manager | May 2005 to Present | — |
| Bear Stearns Asset Management | Equity Analyst | Mar 2002 to May 2005 | — |
| Putnam Investments | Portfolio Analyst | Jan 1998 to Jan 2001 | — |
| Banc of America Securities | Research Associate | Jan 1997 to Jan 1998 | — |
| Montgomery Securities | Research Associate | Jan 1994 to Jan 1998 | — |
Education
New York University
Master Of Business Administration, Finance
2001 — 2003
Harvard University
Bachelor Of Arts, English
1989 — 1993
St. George's School
1985 — 1988
Others at Aureus Asset Management, LLC (5)
| Name | Role | Location |
|---|---|---|
B Brennan Jones | Partner | Andover, MA , United States |
| Partner | Boston, MA , United States | |
| Trader and Research Associate | Boston, MA , United States | |
| Principal | Boston, MA , United States | |
| Research Analyst | Boston, MA , United States |
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